Semiconductor materials and memory sectors were active in morning trading, driving the Penghua STAR 100 ETF up 3.18%. During an institutional survey, China Shipbuilding Industry Corporation Special Gas noted that tungsten hexafluoride, a key consumable in memory chip manufacturing, is expected to see rapid demand growth amid AI-driven memory demand and the development of advanced technologies like HBM. GlobalWafers Chairperson Doris Hsu said market demand continues to recover, with 12-inch, 8-inch, and 6-inch wafer production lines almost fully loaded, and the company is in talks with multiple customers for new long-term agreements. China Securities analysts believe that benefiting from AI computing demand, expansion plans by major players such as TSMC, Micron, and Samsung extend beyond 2030, with cleanroom capacity becoming a bottleneck and creating reserve demand for equipment procurement. As of 9:54 a.m. on August 5, 2026, the Shanghai STAR 100 Index surged 3.13%, with constituent China Shipbuilding Industry Corporation Special Gas up 11.24%, Grinm Advanced Materials up 10.95%, and Puya Semiconductor up 9.14%.
Taiwan Semiconductor Manufacturing Co. Ltd.
GlobalWafers Co Ltd
Micron Technology Inc
Samsung Electronics Co Ltd
Shenyang Chemical Industry Co Ltd
Peric Special Gases Co. Ltd. A